Active Customer Accounts

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Restructuring costs

Impairment of long-lived assets

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Twilio

SendGrid is a Denver, Colorado-based customer communication platform for transactional and marketing email. The company was founded by Isaac Saldana, Jose Lopez, and Tim Jenkins in 2009, and incubated through the TechStars accelerator program. As of 2017, SendGrid has raised over $81 million and has offices in Denver, CO, Boulder, CO, Irvine, CA, Redwood City, CA and London.

SendGrid

Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Twilio reports robust Q4 performance amidst macro challenges and growth opportunities

Twilio's Q4 performance showcased strength in the Communications business, while investments in data and applications segments continue for future growth.
Challenges from macro headwinds and operating profitability were acknowledged, emphasizing the need for strategic adaptation and efficiency.
Opportunities lie in international expansion, underpenetrated markets, and leveraging partnerships for customer acquisition and growth.
The company's focus on profitability, operational efficiency, and customer satisfaction sets a positive trajectory for future success and shareholder value creation.

Twilio reports strong Q1 earnings amidst industry headwinds and restructuring

Twilio's Q1 2023 performance showcased strong non-GAAP operating profit results and a focus on rebuilding efforts in communications and data applications.
Despite challenges from industry headwinds and revenue declines, the company remains optimistic about opportunities in authentication, customer engagement, and revenue diversification.
Flex's market positioning and partnerships with SIs are strengths, while navigating through macro headwinds and restructuring impacts pose challenges.
The company's focus on optimizing go-to-market strategies and maintaining customer relationships reflects a resilient approach to evolving market dynamics.

Twilio surpasses Q2 targets, focuses on AI innovation and growth

Twilio's Q2 performance exceeded expectations, showcasing growth, efficiency, and profitability across its business units.
The company's strengths lie in AI innovation, partnerships, automation initiatives, and solid financial metrics like record non-GAAP income and free cash flow.
While facing challenges in margin management and revenue trends, Twilio sees opportunities in international markets, automation, and revenue reacceleration for 2024.

Twilio excels in Q3, eyes AI-driven growth and market leadership

Twilio's strong Q3 performance underscores its market leadership in CPaaS, revenue growth, and profitability, with a focus on customer-centric solutions and strategic partnerships.
While facing challenges in leadership transitions and Data & Applications growth, Twilio remains well-positioned for sustained success through innovation and market expansion.
The company's emphasis on AI-driven automation, customer interaction enhancement, and revenue diversification presents significant growth opportunities and competitive advantages.
Overall, Twilio's solid financials, clear strategic direction, and commitment to customer value creation highlight its resilience and potential for continued market dominance.

Twilio surpasses Q4 targets, focuses on profitable growth strategies

Twilio delivered a strong Q4 performance, exceeding revenue and non-GAAP income targets, driven by the Communications business while addressing challenges in the Segment business.
The company aims for profitable growth, focusing on reducing expenses, improving sales execution, and leveraging its cash position for strategic opportunities.
Twilio's focus on customer engagement through communications, data, and AI positions it as a leader in the industry, with opportunities to drive further growth and innovation.
Despite facing challenges with expenses and operational performance, Twilio's strategic review and focus on profitability signal a commitment to sustainable growth and shareholder value.

Twilio exceeds Q1 revenue, focuses on innovation and profitability

Twilio's strong Q1 performance, focus on innovation and profitability, and strategic investments position it well for future growth. Challenges include external factors like crypto headwinds and international demand softness. Opportunities lie in leveraging AI, expanding globally, and enhancing operational efficiency.

Twilio reports record Q2 revenue and eyes sustained growth

Twilio's Q2 performance reflects financial strength and growth momentum, driven by record revenue and strong cash generation.
While facing challenges in certain segments, Twilio's focus on innovation, partnerships, and customer engagement presents opportunities for future expansion.
Maintaining cost discipline and aligning cash flow with operations will be key for Twilio to sustain its growth trajectory and capitalize on market opportunities.

Twilio surpasses Q3 targets, eyes AI growth and margin expansion

Twilio's Q3 performance exceeded expectations with strong revenue and income growth.
The focus on AI, machine learning, and margin expansion showcases strategic strengths.
Challenges include stagnant segment revenue and meeting increased cash flow targets.
Opportunities lie in innovation, market expansion, and leveraging success stories for growth.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Bill.com

Paylocity Hlds

Super Micro Computer

Zscaler

We have narrowed our search to five technology stocks that are currently trading at a deep discount to their 52-week highs. These are: SMCI, BILL, TWLO, ZS, PCTY.

Buy 5 Tech Stocks at Attractive Valuation for Stellar Returns

Twilio reported a nice jump in its earnings last quarter, but the company's revenue growth is likely to be slow in the near term. The company's focus on integrating AI into its offerings could unlock a new growth opportunity and give its top line a shot in the arm.

1 Cheap AI Stock That's a Screaming Buy Right Now As It Could Jump 43% (at Least)

Twilio's growth has slowed dramatically this year, but also beat its own guidance. Lots of work still remains for the communications company to get financially fit.

Don't Sleep on Twilio Stock After It Makes More Progress on Profitability

DigitalOcean Holdings

Twilio is putting the focus on profits as it adapts to a slower-growth era. DigitalOcean is churning out free cash flow as it weathers a downturn in the cloud computing market.

2 Growth Stocks You Won't Regret Buying

The company provides a communications platform that helps companies talk to their customers via text, voice, and video.

Twilio Stock Scores an Upgrade on AI Possibilities

Although the revenue and EPS for Twilio (TWLO) give a sense of how its business performed in the quarter ended June 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Here's What Key Metrics Tell Us About Twilio (TWLO) Q2 Earnings

The software company lifted its adjusted operating income guidance for the year.

Twilio Boosts Guidance. Why This Analyst Is Optimistic on Revenue and Profitability.

Twilio (TWLO) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to loss of $0.11 per share a year ago.

Twilio (TWLO) Beats Q2 Earnings and Revenue Estimates

Lyft

Rivian Automotive

Lyft (LYFT) shares got a big "lift" initially in today's after-market following its big beat.

Markets Close in Red, but Well Off Lows; LYFT, RIVN, TWLO Report

Twilio Inc.'s TWLO, -5.18% stock jumped 7% in extended trading Tuesday after the company reported quarterly results that topped analyst revenue and earnings estimates. Twilio reported a fiscal second-quarter loss of $166.2 million, or 91 cents a share, compared with a loss of $322.8 million, or $1.77 a share, in the year-ago quarter.

Twilio's stock is up 7% on strong revenue, earnings beat

SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today reported financial results for its second quarter ended June 30, 2023. "We closed a strong second quarter, delivering record quarterly revenue, non-GAAP income from operations and free cash flow,” said Jeff Lawson, Twilio's Co-Founder and CEO. "We enter the second half of the year confident about our ability to generate meaningfu.

Twilio Announces Second Quarter 2023 Results

Twilio (TWLO) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Should You Buy Twilio (TWLO) Ahead of Earnings?

Though softened IT spending might have hurt Twilio's (TWLO) Q2 top line, its cost-saving initiatives, including headcount reduction and several office closures, are likely to have aided the bottom line.

Is a Beat Likely for Twilio (TWLO) This Earnings Season?

Ginkgo Bioworks Holdings

Teradyne

The renowned investor and founder of Ark Invest, Cathie Wood, has set her sights on three disruptive growth stocks that may soon redefine their respective industries. The first stock is a semiconductor company with a promising future amid industry challenges.

3 Growth Stocks Cathie Wood Is Betting On Now: August 2023

Twilio partners with gen AI leader OpenAI to bring GPT-4 to Twilio Engage, which helps build customized and targeted marketing campaigns.

Twilio calls on OpenAI for generative AI

C3.ai

Investors should pay closer attention to Twilio, a once-loved communications stock. By contrast, enterprise AI software maker C3.ai has seen its shares rise too far too fast.

1 AI Stock Not Getting Enough Love, and 1 Getting More Than It Deserves

SAN FRANCISCO--(BUSINESS WIRE)--Today, Twilio (NYSE:TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, announced it will enable companies to create personalized, customer-aware experiences powered by OpenAI. Through this integration, Twilio customers will be able to use OpenAI's GPT-4 model to power new generative capabilities in Twilio Engage, its multichannel marketing solution built atop the Segment Customer Data Platform. The.

Twilio To Deliver Customer-Aware Generative AI Through New OpenAI Integration

Twilio, a leading internet services and infrastructure stock, is expected to see significant growth due to increasing demand for customer data. Twilio expects its first non-GAAP profitable year in 2023 due to cost-cutting measures. However, GAAP EPS is not expected to be profitable until 2027. The stock trades at a high earnings multiple, but management expects 25% sales growth over the next 3-5 years and consistent improvement in operating margins.

Twilio: Rapid Growth To Profitable Growth

Buzzfeed

PayPal

While we've all heard the phrase bad news is good news in the capital markets, for certain tech stocks rising from adversity, the adage may yield considerable shareholder profits. As a caveat, one should realize that companies that print red ink often do so for a reason.

Bad News Will Actually Be a Boost for These 3 Troubled Tech Stocks

Palantir Technologies

Roku

Tesla

Taiwan Semiconductor Manufacturing

Trade Desk

Catherine Wood (Trades, Portfolio), the visionary behind ARK Invest, is known for her bold investment style centered around disruptive innovation. During the second quarter, 13 filings shows she entered positions in companies like Palantir Technologies Inc. ( PLTR , Financial), Meta Platforms Inc. ( META , Financial) and Taiwan Semiconductor Manufacturing Co. Ltd.

A Look at Cathie Wood's New Buys

Broadcom

Alphabet

AI is revolutionizing industries, and these stocks are helping to lead the charge. Both Broadcom and Twilio are expanding their footprints in AI through strategic acquisitions.

3 Innovative AI Stocks Primed for the Bull Market Ahead

Amazon

Twilio (NYSE: TWLO ) stock is on the rise today after Amazon (NASDAQ: AMZN ) disclosed a new stake in the communications and data collection company earlier this week. Indeed, TWLO is up more than 5% heading to market close on new signs of an artificial intelligence (AI) fueled strategic partnership between the two brands.

Amazon Is Betting Big on Twilio (TWLO) Stock

Amazon took a notable stake in Twilio. This comes as the pair recently expanded an existing partnership.

Why Twilio Stock Got a Boost From Amazon on Friday

Today, we put cloud concern Twilio Inc. in the spotlight for the first time. The stock has rebounded completely from a disappointing first quarter earnings report despite souring analyst firm opinion on the company's prospects. Are the shares vulnerable to another post quarterly earnings decline?  An investment analysis follows below.

Twilio Stock: Vulnerable To Another Pullback

Ark Invest ETFs sold Tesla stock in the 72-hour period leading up to the EV maker's Q2 update. Cathie Wood hasn't given up on Tesla but was probably just rebalancing after the stock's huge run.

News for Twilio Stock (TWLO)